KFGG

Keystone Financial Group (Georgia) Portfolio holdings

AUM $177M
1-Year Est. Return 8.13%
This Quarter Est. Return
1 Year Est. Return
+8.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$5.36M
2
+$3.09M
3
+$3.07M
4
INMU icon
BlackRock Intermediate Muni Income Bond ETF
INMU
+$2.94M
5
BRTR icon
BlackRock Total Return ETF
BRTR
+$2.37M

Top Sells

1
+$850K
2
+$705K
3
+$682K
4
GNMA icon
iShares GNMA Bond ETF
GNMA
+$615K
5
PMAY icon
Innovator US Equity Power Buffer ETF May
PMAY
+$551K

Sector Composition

1 Financials 3.06%
2 Technology 0.73%
3 Healthcare 0.68%
4 Utilities 0.43%
5 Industrials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$10.1K 0.01%
128
-1,371
127
$7.24K 0.01%
15
128
$5.35K ﹤0.01%
174
129
$4.8K ﹤0.01%
200
130
$3.46K ﹤0.01%
45
131
$3.08K ﹤0.01%
+25
132
$3.06K ﹤0.01%
30
133
$2.98K ﹤0.01%
15
134
$2.89K ﹤0.01%
40
135
$2.82K ﹤0.01%
73
136
$2.4K ﹤0.01%
59
137
$1.87K ﹤0.01%
50
138
$1.56K ﹤0.01%
60
139
$1.46K ﹤0.01%
173
140
$1.38K ﹤0.01%
15
141
$1.36K ﹤0.01%
15
142
$1.3K ﹤0.01%
45
143
$1.23K ﹤0.01%
16
144
$990 ﹤0.01%
15
145
$834 ﹤0.01%
4
146
$789 ﹤0.01%
19
-7,859
147
$775 ﹤0.01%
+10
148
$682 ﹤0.01%
15
149
$474 ﹤0.01%
30
150
$401 ﹤0.01%
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6
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